BELFB

BEL FUSE INC /NJ

Nasdaq · Electronic Coils, Transformers & Other Inductors · Inc. NJ · CIK 0000729580
$293.87 -0.90% $3.7B
Insider Selling Cluster (7 insiders)High Impact Filing (8/10)15 New Institutional Positions5 Institutional Exits
Vol
Market Cap$3.7B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (89%)
Inst. Holders50 funds
Inst. Value$1.2B
Inst. Activity15 buys / 5 sells
Insider Activity0B / 9S
Insider Net $-$8.3M
SEC Reports8
Exchange Nasdaq·Sector Electronic Coils, Transformers & Other Inductors·Inc. NJ·CIK 0000729580·Prev Close $296.55

Recent Activity

Jun 1, 2026 Insider
Kozlovsky Suzanne sold 33 shares
Global Head of People @ $266.98 ($8.8K)
May 14, 2026 offering
Bel Fuse Inc. Announces Pricing of Upsized Public Offering of Class B Common Stock
<p>WEST ORANGE, N.J., May 13, 2026 (GLOBE NEWSWIRE) -- <strong>Bel Fuse Inc. (Nasdaq: BELFA and BE
May 13, 2026 SEC
Bel Fuse is offering 1,300,000 shares of Class B common stock (12.2% dilution) via a takedown from its newly filed S-3 s
424B5 — Impact 6/10
May 12, 2026 SEC
Bel Fuse filed this 8-K to recast audited historical segment information following a change in reportable segments effec
8-K — Impact 2/10
Apr 29, 2026 SEC
Bel Fuse reported Q1 2026 net sales of $178.5M (+17.2% YoY) and non-GAAP EPS of $1.81, beating the $1.41 consensus by 28
8-K — Impact 6/10
Mar 16, 2026 Insider
Dawson Stephen sold 3,444 shares
Pres. - Power Solutions @ $203.21 ($699.9K)
Mar 16, 2026 Insider
Lai Kenneth Koon Keung sold 552 shares
VP of Asia Operations @ $203.21 ($112.2K)
Inst.
LOOMIS SAYLES & CO — TRIM
145,648 shares ($28.8M)

Price Targets

$317.57 +8.1% upside Buy
Current $293.87 Low $293.00 Median $315.00 High $370.00 7 analysts
$293.00 $370.00

Analyst Ratings

Strong Buy89% buy · 9 analysts
3Strong Buy
5Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 JP Morgan INITIATE Overweight
Apr 30, 2026 Needham MAINTAIN Buy → Buy
Feb 19, 2026 Needham MAINTAIN Buy → Buy
Jan 14, 2026 Needham MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.42 ▼ -0.5% $2.33 — $2.54 45% YoY 6
Next Q $2.40 $2.16 — $2.52 38% YoY 6
Current FY $8.64 ▲ +0.7% $7.44 — $9.17 22% YoY 6
Next FY $10.13 ▲ +0.6% $9.65 — $10.63 17% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$167.7M
JANUS HENDERSON GROUP PLC$150.6M
FMR LLC$125.0MDOUBLED
VANGUARD CAPITAL MANAGEMENT LLC$96.8M
WASATCH ADVISORS LP$94.8MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026Kozlovsky SuzanneSELL$8.8K
Mar 16, 2026Dawson StephenSELL$699.9K
Mar 16, 2026Lai KennethSELL$112.2K
Mar 16, 2026BERNSTEIN DANIELSELL$1.4M
Mar 16, 2026Kozlovsky SuzanneSELL$43.5K
50 institutional holders with $1.2B total value (6,020,268 shares) as of 2026-Q1. Top holders: BlackRock,, JANUS, FMR. Net buying activity: 15 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.846,920$167.7M14.1%
2JANUS HENDERSON GROUP PLC760,141$150.6M12.6%
3FMR LLC631,307$125.0M10.5%DOUBLED +122.3%
4VANGUARD CAPITAL MANAGEMENT LLC489,081$96.8M8.1%
5WASATCH ADVISORS LP478,709$94.8M7.9%ADD +74.3%
6VANGUARD PORTFOLIO MANAGEMENT LLC329,461$65.2M5.5%
7DIMENSIONAL FUND ADVISORS LP256,833$50.9M4.3%TRIM -48.0%
8STATE STREET CORP242,454$48.0M4.0%
9RENAISSANCE TECHNOLOGIES LLC213,872$42.3M3.6%
10LOOMIS SAYLES & CO L P145,648$28.8M2.4%TRIM -27.4%
11MASSACHUSETTS FINANCIAL SERVICES CO /MA/123,498$24.5M2.1%TRIM -43.2%
12FRANKLIN RESOURCES INC114,353$22.6M1.9%DOUBLED +829.6%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC97,672$19.3M1.6%
14Allspring Global Investments Holdings, LLC94,822$19.3M1.6%DOUBLED +364600.0%
15ROYCE & ASSOCIATES LP97,173$19.2M1.6%TRIM -54.1%
16SUSQUEHANNA INTERNATIONAL GROUP, LLP90,200$17.9M1.5%
17GOLDMAN SACHS GROUP INC84,150$16.7M1.4%
18Invesco Ltd.74,026$14.7M1.2%TRIM -56.3%
19VANGUARD FIDUCIARY TRUST CO70,822$14.0M1.2%
20MORGAN STANLEY61,252$12.1M1.0%ADD +47.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
LOOMIS SAYLES & CO L PTRIM200,712145,648-27.4%$28.8M2026-Q1
FRANKLIN RESOURCES INCDOUBLED12,301114,353+829.6%$22.6M2026-Q1
Allspring Global Investments Holdings, LLCDOUBLED2694,822+364600.0%$19.3M2026-Q1
Invesco Ltd.TRIM169,35274,026-56.3%$14.7M2026-Q1
MORGAN STANLEYADD41,55961,252+47.4%$12.1M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD36,85150,956+38.3%$10.1M2026-Q1
POLEN CAPITAL MANAGEMENT LLCADD22,52243,339+92.4%$8.6M2026-Q1
SEI INVESTMENTS COADD27,14835,669+31.4%$7.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM97,11632,977-66.0%$6.5M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED4,79824,470+410.0%$4.8M2026-Q1
CREDIT AGRICOLE S ADOUBLED8,50023,700+178.8%$4.7M2026-Q1
Rockefeller Capital Management L.P.DOUBLED3917,272+44187.2%$3.4M2026-Q1
B. Metzler seel. Sohn & Co. AGADD4,9707,634+53.6%$1.5M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD2,8914,646+60.7%$919.8K2026-Q1
BNP Paribas Asset Management Holding S.A.DOUBLED1214,267+3426.4%$844.8K2026-Q1
BLAIR WILLIAM & CO/ILTRIM8,0253,525-56.1%$697.9K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED633,420+5328.6%$677.1K2026-Q1
FEDERATED HERMES, INC.ADD281525+86.8%$103.9K2026-Q1
Allworth Financial LPADD1013+30.0%$2.6K2026-Q1
NEOS Investment Management LLCEXIT89,9180-100.0%$0.002026-Q1
WASATCH ADVISORS LPADD235,518410,487+74.3%$69.6M2025-Q4
MASSACHUSETTS FINANCIAL SERVICES CO /MA/TRIM244,512138,997-43.2%$23.6M2025-Q4
ROYCE & ASSOCIATES LPTRIM200,29792,035-54.1%$15.6M2025-Q4
NEOS Investment Management LLCADD52,89689,918+70.0%$15.3M2025-Q4
FIRST TRUST ADVISORS LPDOUBLED2,57554,398+2012.5%$9.2M2025-Q4
14 unique insiders with 25 transactions. Net insider value: -$8.3M ($0.00 bought, $8.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026Kozlovsky SuzanneGlobal Head of PeopleSELL33$266.98$8.8K
Mar 16, 2026Dawson StephenPres. - Power SolutionsSELL3,444$203.21$699.9K
Mar 16, 2026Lai Kenneth Koon KeungVP of Asia OperationsSELL552$203.21$112.2K
Mar 16, 2026BERNSTEIN DANIELDirectorSELL6,667$203.21$1.4M
Mar 16, 2026Kozlovsky SuzanneGlobal Head of PeopleSELL214$203.21$43.5K
Mar 15, 2026Smelker ThomasPres. - Connectivity SolutionAWARD3,049
Mar 15, 2026Smelker ThomasPres. - Connectivity SolutionI62
Mar 15, 2026Kozlovsky SuzanneGlobal Head of PeopleAWARD437
Mar 15, 2026Smith RitaDirectorAWARD1,030
Mar 15, 2026Valletta DavidDirectorAWARD1,965
Mar 15, 2026Vellucci VincentDirectorAWARD1,030
Mar 15, 2026BERNSTEIN DANIELDirectorAWARD1,429
Mar 15, 2026Lai Kenneth Koon KeungVP of Asia OperationsAWARD329
Mar 15, 2026Hutkin LynnChief Financial OfficerAWARD695
Mar 15, 2026SEGALL MARK BDirectorAWARD1,030
Mar 15, 2026GILBERT PETER EDirectorAWARD1,965
Mar 15, 2026Bittner PeterPres. - Connectivity SolutionAWARD762
Mar 15, 2026Tuweiq Farouq Salem AliPresident and CEOAWARD5,081
Mar 15, 2026Berry JosephVP, Pres of Magnetic SolutionsAWARD419
Mar 15, 2026Dawson StephenPres. - Power SolutionsAWARD920
Mar 6, 2026Bittner PeterPres. - Connectivity SolutionSELL12,311$195.00$2.4M
Mar 5, 2026Bittner PeterPres. - Connectivity SolutionSELL10,000$209.00$2.1M
Feb 25, 2026Tuweiq Farouq Salem AliPresident and CEOSELL2,169$215.65$467.7K
Feb 24, 2026GILBERT PETER EDirectorSELL4,500$238.75$1.1M
Feb 23, 2026SEGALL MARK BDirectorGIFT300

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (89% buy). Based on 9 analysts: 3 strong buy, 5 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$317.57 mean target +8.1% upside Buy (1.29)
$293.00 Low $370.00 High
MetricValue
Current Price$293.87
Target Low$293.00
Target Mean$317.57
Target Median$315.00
Target High$370.00
# Analysts7
RecommendationBuy (1.29)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.42 $2.33 $2.54 44.7% -0.5% 5↑ 0↓ $0.2B 22.4% 6
Next Q
2026-09-30
$2.40 $2.16 $2.52 37.6% -0.3% 5↑ 0↓ $0.2B 15.0% 6
Current FY
2026-12-31
$8.64 $7.44 $9.17 21.7% +0.7% 5↑ 0↓ $0.8B 16.8% 6
Next FY
2027-12-31
$10.13 $9.65 $10.63 17.2% +0.6% 4↑ 0↓ $0.8B 6.8% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.416
7d ago$2.418-0.002
30d ago$2.428-0.012
60d ago$1.910+0.506
90d ago$1.910+0.506
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 JP Morgan INITIATE Overweight
Apr 30, 2026 Needham MAINTAIN Buy Buy
Feb 19, 2026 Needham MAINTAIN Buy Buy
Jan 14, 2026 Needham MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jan 1, 20223510089%
Dec 1, 20213510089%
Nov 1, 20213510089%
Oct 1, 20213510089%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 14, 2026
offering
Bel Fuse Inc. Announces Pricing of Upsized Public Offering of Class B Common Stock
<p>WEST ORANGE, N.J., May 13, 2026 (GLOBE NEWSWIRE) -- <strong>Bel Fuse Inc. (Nasdaq: BELFA and BELFB) (“Bel” or the “Company”)</strong>, a leading
May 12, 2026
offering
Bel Fuse Inc. Announces Launch of Public Offering of Class B Common Stock
<p>WEST ORANGE, N.J., May 12, 2026 (GLOBE NEWSWIRE) -- <strong>Bel Fuse Inc. (Nasdaq: BELFA and BELFB) (“Bel” or the “Company”)</strong>, a leading
May 1, 2026
other
Bel Fuse Announces Upcoming Conference Schedule for May 2026
<p align="justify">WEST ORANGE, N.J., May 01, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc. <strong>(Nasdaq: BELFA and BELFB)</strong>, a global designer,
Apr 29, 2026
earnings
Bel Reports First Quarter 2026 Results
Provides Q2-26 Sales and Gross Margin Guidance <pre>Provides Q2-26 Sales and Gross Margin Guidance</pre>
Apr 15, 2026
earnings
Bel Fuse Schedules First Quarter 2026 Financial Results Conference Call
<p align="justify">WEST ORANGE, N.J., April 15, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc. <strong>(Nasdaq: BELFA and BELFB)</strong>, a global designer
Mar 31, 2026
other
Bel Announces Strategic Organizational Realignment to Accelerate Growth and Innovation
<p align="justify">WEST ORANGE, N.J., March 31, 2026 (GLOBE NEWSWIRE) -- <strong>Bel Fuse Inc.</strong><sup><strong>®</strong></sup><strong> (Nasdaq
Mar 26, 2026
short_interest
FTD: BELFB — 5,619 shares ($1.2M) failed to deliver
Settlement: 20260326, Price: $220.77, FTD Value: $1,240,506.63, BEL FUSE INC CL B
Mar 5, 2026
m_and_a
Bel Fuse Inc. Announces Acquisition of dataMate, an advanced ethernet and broadband business, from Methode Electronics Inc
<p align="justify">WEST ORANGE, N.J., March 05, 2026 (GLOBE NEWSWIRE) -- Bel Fuse Inc.® (Nasdaq: BELFA and BELFB) (“Bel” or “the Company”), a leadin
Feb 20, 2026
short_interest
FTD: BELFB — 5,083 shares ($1.2M) failed to deliver
Settlement: 20260220, Price: $230.06, FTD Value: $1,169,394.98, BEL FUSE INC CL B